Author: kingtechadmin

Dear Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Upcoming Virtual Client Events for Way Members

Members who have made use of the client events have all received positive feedback from their clients.  Now, there is an easier for you to promote this service to your network so as to generate new business and referrals and build your reputation.

For each client event, there will be a registration link along with the related poster for you to send out, broadcast, or simply upload onto your own social media platform.  Your clients register by themselves, indicating who invited them, and Administration Department will collect the data for you to follow-up.  Before the event, you will be sent the link of the live event and you can either send it to those clients who have registered, or host it as your own client virtual gathering.

Here is the information for the first event in December:

20 Taxman Secret: #1 Principal Home Deduction #18 Intergeneration Tax Saving

Time & Date: 10:55 am, Saturday, December 5^th

Language: Mandarin

Time & Date: 1:55 pm, Saturday, December 5^th

Language: Cantonese

Registration link: https://forms.gle/GrHd8QEjUZfXHyS67.

NEW Investment Transfer-in $2,000 Campaign (Dec to Jan)

Get an additional $2000 bonus for transferring-in registered investments from third parties (e.g. banks, mutual funds companies, etc.)!

Transfer-in 5 clients and qualifiers will already get $500 in advance.

Attendance for Amanda’s training at 11am, December 2^nd, Wednesday, is mandatory for participation in this campaign.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114 or Trainer Amanda Ngan (amandangan@aristowealth.ca) for her tips and joint-field-work support in closing these transfer-in business to qualify for the $2,000!

Marketing Poster for Canada Life 3-Months Free Premium Promotion (December)

As previously mentioned, the Platform has designed a new poster for your use in promoting the extended Canada Life 3-Months Free Premium campaign.  The poster is designed for members’ unique use so you would not see any logos, including Way’s, on it – feel free to add your own company logo to it.  The wording is also intended to push for immediate action from clients.  There will be a poster for each of the subsequent months of the campaign.

Check out and utilize the attached and below posters for December:

Connection Campaign – Advanced Bonus (October to November)

For those who have already qualified, reach out to Accounting Department at account@www.wayfinancial.ca to get your rewards.

You can continue getting Connection Profits for all of your connections.  Simply input your connection’s name on Way’s website as below to get started: https://www.wayfinancial.ca/.

Feel free to ask Stephen for more details at stephen.lai@www.wayfinancial.ca or 604-279-0866 ext. 114.

Carriers’ Updates

Canada Life

Insurance

Canada Life Weekly Call

Time & Date: 10am PST, Wednesday, December 9^th

Speaker: Mike Cunneen, Senior Vice-President, Insurance and Independent Distribution; Tim Prescott, President, Quadrus Investment Services Limited and Vice-President, Wealth Distribution; Brad Fedorchuk, Executive Vice-President, Group Customer; Steve Fiorelli, Senior Vice-President, Wealth Solutions and Andrea Frossard, Senior Vice-President, Par Insurance

With 2021 just around the corner, Canada Life will be providing a 2020 year in review.

Register in advance

Contact Carol Ng at Carol.Ng@CanadaLife.com or (604)377-7203 or Aldous Lam at Aldous.Lam@canadalife.com or (604)443-8215 if you have any questions.

Investment

Further to members’ request on last Friday’s training presentation, attached are the files on recommended funds for your reference.  Wholesaler Richard Chen can be reached at richard.chen@canadalife.com or (604)338-6416 if you have any questions.

iA

Investment

iAIM Weekly Fall Series

Webinar #8: Asset allocation : An update on IA’s managed solutions and outlook on 2021

Time & Date: 8am to 8:30am, Wednesday, December 2^nd

Guest: Sébastien Mc Mahon, MSc., Econ, PRM, CFA, Senior Portfolio Manager, Diversified Funds and Economist

Join Meeting

For those who missed the iA investment roadshow last week, watch all the recording of the presentations here.

iA Connected – The preapproved RRSP loan offer is back!

The 0.50% RRSP loan interest rate discount is in effect from November 9^th, 2020, to February 12^th, 2021.

Click here for more details.

Contact Hilda Ng at hilda.ng@ia.ca or (778)873-1254 or Barbra Vuan at barbra.vuan@ia.ca or (604)737-9245 if you have any questions.

Upcoming Virtual Trainings

Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

All You Need to Know about PAC — RBC Mike Jackson

10am, Wednesday, December 2^nd

Don’t miss this this wrap up training on announcing winners, plans going forward, eg. RRSP contribution and more referrals etc.

Click here to join the meeting

Effective Ways to Transfer-in Investment — Amanda Ngan

11am, Wednesday, December 2^nd

Learn from MDRT prospecting expert, Amanda, will tell you how to generate steady client streams.  Please note attendance for this training is mandatory for participation in the new Transfer-In $2000 Campaign.

Click here to join the meeting

TuGo’s New Visitors to Canada Travel Insurance – Exclusive Product and its Details — TuGo Hélène Desjardins

11am, Friday, December 4^th

Learn about this new travel insurance for visitors to Canada, currently only available exclusively to a few selected firms including Way Financial.  You will also hear from Hélène the new COVID-19 insurance and more.

Don’t miss out to providing the extra service to your clients and their families.

Click on link below to register:

https://attendee.gotowebinar.com/register/3978742665335396623

News from the Insurance Council of British Columbia

Online LLQP Exam Registration Now Available 

Registration for the LLQP Exam can now be completed online through the Insurance Council website. Examinees can register themselves for exam modules, pay exam fees, and schedule exam dates through the online portal on https://www.insurancecouncilofbc.com/. They can also view their exam results online.

To learn more, see information about the new exam registration process.

Disciplinary Decisions

Kamna Suri was disciplined for breaching the Insurance Council Rules and Code of Conduct for failing to conduct a written financial needs analysis for a client, providing inaccurate information and omitting information in the client’s policy application, providing one client’s sales illustration to another, and failing to properly document conversations with the client.

Employment Opportunity

An employment opportunity has arisen at a Way Member’s office.  Grandtag Financial is looking for a Distribution Support as per the attached job posting.  An incentive is provided to our members with successful referrals for the position.  Please contact Michelle Yeung for more information at michelle.yeung@grandtag.ca.

Best regards,

Administration Department

“The WAY to connect people. The WAY to drive business.”

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

www.wayfinancial.ca

2nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Life Insurance $2000 Campaign – June

The Life Insurance $2000 Campaign is coming up in a week’s time.  Get additional $2000 bonus for signing up life insurance.

Connection $50,000 Campaign – May (last week to go!)

Last week to utilize the Connection Campaign to generate substantial income.

Way New Members Boot Camp –  helps you double your income and/or achieve MDRT!

The series of New Members Boot Camp has started today to help members double the income and/ or achieve MDRT!   New members were invited to attend the whole camp, while experienced members are welcome to join individual classes based on their needs.  See the curriculum attached.  There are two new sessions with special guest trainers including a Trust & Estate Practitioner (TEP).

The detailed schedule is as follows.  Experienced members can register individual classes with Administration (admin@www.wayfinancial.ca).

Upcoming Virtual Trainings

Time & Date: 11:00am PST, Wednesday, May 26

The Effective and Efficient Way to Estate Planning – CPA Joanne Ma

Certified Public Accountant Joanne Ma will be teaching members how to address clients’ tax issues faced with estate planning.

Click here to join the meeting

Time & Date: 11:00am PST, Friday

Understanding Seg Fund Income Allocations vs Mutual Fund Distributions & Canada Life Q2 Fund Recommendations – guest speaker John Yanchus, Tax Consultant at CL and CL Richard Chen 

Guest speaker John Yanchus, Tax Consultant at Canada Life will give you a big picture of Understanding Seg Fund Income Allocations vs Mutual Fund Distributions.  Richard will give you Canada Life Q2 Fund Recommendations.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance):

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1-3pm PST, Friday, May 26

1-on-1 Case Studies with RBC Mike Jackson

Time & Date: 1-3pm PST, Friday, May 28

1-on-1 Case Studies with CL Richard Chen

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  Bring a case to get your desired results.  All you need to bring is the client’s name and enquiry area.  Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Carriers’ Updates

iA

iA Connected teaches you how to create automated social media responses so as to encourage your clients to contact you.  Click here for the tips.

ML

See the attached presentation file from Chris’ training last Friday.  Click here for the link to the Advisor Portal and e-App demo.

Ask Chris Chang at Chris_Chang@manulife.com or at (604)355-4879 or Cherry Xiang at  Cherry_Xiang@manulife.ca  or 604 678 1558 if you may have any questions.

Best regards,

Administration Department

“The WAY to connect people. The WAY to drive business.”

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA)

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA)

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Way New Members Boot Camp – helps you double your income and/or achieve MDRT!

The next series of New Members Boot Camp will start on May 25.  New members have already received an invitation to attend the whole camp, while experienced members are welcome to join individual classes based on their needs.  See the curriculum attached.  There are two new sessions with special guest trainers including a Trust & Estate Practitioner (TEP).

The detailed schedule is as follows.  Experienced members can register individual classes with Administration (admin@www.wayfinancial.ca)

Online Schedule for Way Platform Events – book your 1-on-1 case studies directly online

The Way Platform Events schedule is now online via Google Calendar “Way Platform Events” (wayplatformevents@gmail.com).  It will replace the pdf file for Monthly Event Schedule.

Simply subscribe to this calendar on your Google and you can see the upcoming training, client events, etc and book your 1-on-1 case studies session directly.  Follow the simple steps below or ask Administration for assistance.

1. Add wayplatformevents@gmail.com to your own Google calendar
2. See the different events and 1-on-1s available.
3. 1-on-1s with adjacent blockings mean the session is already booked.
4. 1-on-1s without adjacent blockings are available.

1. Make a booking by creating an event and indicate “1-on-1 booked by (your name)”
2. Add wayplatformevents@gmail.com as your guest.

1. Save & send the invitation to secure your slot.

Connection $50,000 Campaign – May (2 weeks to go!)

Two weeks to go!  The BIG Connection $50,000 Campaign is on so get ready by reaching out to your potential connections now.

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, May 18

Advocis Training: Practice Development Series – Business Management / Mentor Input

Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.

Click here to join meeting

Time & Date: 11:00am PST, Wednesday, May 19

2 Great Ideas to Boost your Life Insurance Sales – EPC Stephen Lai 

EPC Stephen will stimulate your sales by giving you 2 great ideas.  Please come and learn how you manage your business.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 21

Using Manulife resources to do more business: eApps, Advisor’s Portal, Grow 4 It Campaign and more – ML Chris Chang

ML Chris will let you know how to make use of Manulife resources to do more business.  He will also share the e-Platform and some interesting case studies.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance) :

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 1-3pm PST, Friday, May 14

1-on-1 Case Studies with ML Chris Chang

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  Bring a case to get your desired results.  All you need to bring is the client’s name and enquiry area.  Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Carriers’ Updates

Canada Life          

Insurance

Effective July 1, 2021, the dividend scale will stay the same for all participating life insurance (par) policies.  For detailed information, see the 2021 dividend scale announcement.  ADO enhancements will be effective May 31, 2021 and read more about this.  Canada Life has also created an advisor version of the client website to help advisors to understand Premium offset.  Read here for more details.

Insurance Live!

Watch the recording of the digital event if you have missed it earlier.  Watch in English, French, or Mandarin to learn more about the evolving participating account investment strategy, and about the future of advice, the role of technology, and opportunities in the life insurance market. This recording will be available until May 29, 2021

Investment

The Spring 2021 information folders are now online.  Information folders have been updated and now split into two parts.  Part A covers the policy overview and governance for the segregated fund policies and part B includes fund facts.  Click here for the new information folders.

Manulife

Register for the upcoming Manulife’s Future Ready Webinar where some top Portfolio Managers will share their strategies.  This event will be submitted to the governing bodies for Continuing Education (CE) credits. Accreditation can take up to 8 weeks. Once approved, certificates will be issued to the CE Centre on Advisor Portal/ Repsource. Advisors will be notified once credits are issued.  Click here to register.  Time & Date: 10am-12pm PST, Tuesday, June 15

RBC

Register for the upcoming RBC Insurance Private Wealth Event where Kathleen Cunningham (B.Comm, LLB, MPS, TEP) and Mike Jackson (Senior Sales Consultant) will address many important aspects of estate planning such as planning for incapacity, considerations when appointing an attorney to make financial decisions, considerations for a dependent/infirm child and practical suggestions that you can use with your clients.

Click here for registration.  Time & Date: 1-2:15pm PST, Thursday, June 3

Best regards,

Administration Department

“The WAY to connect people. The WAY to drive business.”

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA)

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA)

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Hi Members,

The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.

Claiming Your Campaign Rewards

The ACP campaign last month has seen some active submissions from members and those who have qualified – i.e. your ACP funded – can already go to Accounting Department to claim your rewards.  Just fill out the attached Rewards Application (Reward).xlsx form and get your additional bonus!

Upcoming Client Events

15 Company Tax Solutions #2 Share Ownership Dividend #8 Asset Transfer Withdrawal

Date: Thursday, May 13

Language: Mandarin

Time: 10:55 am PST

YouTube link: https://www.youtube.com/watch?v=OVssh6MoTIo

Language: Cantonese

Time: 1:55 pm PST

YouTube link: https://www.youtube.com/watch?v=JJCzy6QIY3c

And here is the registration link: http://sv.mikecrm.com/7qxT5iD

Ask admin@www.wayfinancial.ca if you have any question.

Connection $50,000 Campaign – May (3 weeks to go!)

Three weeks to go!  The BIG Connection $50,000 Campaign is on so get ready by reaching out to your potential connections now.

Upcoming Virtual Trainings

Time & Date: 08:30am PST, Tuesday, May 11

Advocis Training: Advice Delivery

Way is providing an extra training resource to our members by offering the Advocis Practice Development series, focusing on skills and knowledge for newer advisors to further your development and ensure success in the industry.

Click here to join meeting

Time & Date: 11:00am PST, Wednesday, May 12

RRSP Meltdown: A Tax Efficient Strategy 2 – Sophia Li

With Sophia’s 9 years continuous MDRT achievement, she can help you close cases via effective case preparations and joint-field work to achieve your own business targets.

Fine Dining Experience Reward ($50 or $100):

For members who attend both sessions RRSP Meltdown: A Tax Efficient Strategies trainings (April 14 & May 12) and complete the assignment given on April 15 by May 10, arrange a JFW before this Wednesday with either one of the Top Members (Carmen Ke, Sophia Li, Amanda Ngan) and get $50; arrange 2 JWFs to get $100.

Click here to join the meeting

Time & Date: 11:00am PST, Friday, May 14

Facing the Competition: How Canada Life’s PAR stacks up – CL Carol Ng

Learn about how Canada Life’s PAR products and accounts compare to the competition with CL Carol Ng.

Click here to join the meeting

Training Attendance Reward ($50 Marketing Allowance) :

For members who attend 4 Top Members trainings, plus two 1-on-1 Case Studies with either Top Members or Carriers (total 6) in May and June.

Please note the sign in and out times are stamped by online training apps (MS Teams, Zoom and etc.) automatically when the meeting starts and before the meeting end. In order to ensure that you are entitled to the CE credits earned of a training, some carriers have advised the following guidelines:

• Input your full legal name and email address when joining the training.
• Join the meeting on time to log the sign-in time.
• Leave the online meeting room only when the presenter confirmed that the training is over.

Upcoming 1-on-1 Case Studies (30 mins or 1 hour sessions available)

Time & Date: 12:30-1pm PST, Wednesday, May 12

1-on-1 Case Studies with Sophia Li

Time & Date: 1-3pm PST, Friday, May 14

1-on-1 Case Studies with CL Carol Ng

Book your session online via the Way Platform Events calendar.  Contact admin@www.wayfinancial.ca or 604-279-0866 if you have any question.

1-on-1 case studies can be 30 minutes or an hour each.  Bring a case to get your desired results.  All you need to bring is the client’s name and enquiry area.  Examples include:

• How to present the case (illustrations & presentations help)
• How to respond to clients’ objections
• How to get repeated or referral business
• How to start the conversation

Carriers’ Updates

Apexa

Most members have already set-up their Apexa account from our initial migration last year.  Now we are into the second phase and will be on boarding the remaining carriers’ contracts for you.  When you receive new invitations from Apexa, simply click the “Add Your Contracts” button and the steps are easy to follow.  Remember, the sooner you finish onboarding all your contracts, the faster you will be able to enjoy its effective tools in managing your contracting and licensing requirements, so look out for the Apexa e-mails.

Ask Way’s Contracting Team (contracing@www.wayfinancial.ca) if you need any assistance.

Canada Life          

Investment

The Canada Life Portfolio Manager Connect Series: conversations, opportunities and connections webinars are available for registration.  You will learn from the portfolio managers, their expertise strategies and engage with them for questions.  Click here for registration.

Time & Date: 1pm PST, Thursday, May 20

iA

Insurance

For the Genesis Universal Life product, the International Stocks investment (iA) account will be closed on July 16.  Click here to read more.

There is an upcoming Webinar about iA PAR for Corporations.  Find out how to enhance your clients’ assets and take advantage of participating life insurance with an integrated wealth management approach.  The experts will discuss the many benefits of using participating life insurance as an asset class for diversifying and optimizing your clients’ investments. You’ll also learn how to enhance your clients’ assets by applying estate bond financial strategies and the iA PAR retirement insurance strategy. Continuing educational (CE) credits will be allocated for each webinar.  Click here for registration.

Time & Date: 10 – 11:30 am PST, Tuesday, May 11

Investment

iA is hosting the first Mandarin session with Dynamic Fund’s portfolio manager, Benjamin Zhan, for an upcoming webinar.  In this session, Ben, will share his investment philosophy on his Asian Pacific fund.  If you have the question on how this fund can help you and your clients to participate into the largest growing economy in the world.  Please send your questions to iA Hilda Ng at Hilda.Ng@ia.ca before the webinar.  Time & Date: 10 am PST, Tuesday, May 18.  Please register here.   Another English session with Ben will be on May 20th at 10am PST.  Please register here.

SL

Sun Par Protector II, Sun Par Accumulator II and Sun Par Accelerator – Advisor Guide (810-4628) is attached.  It’s with updates to the administrative rules for the Plus premium optional benefit.

Best regards,

Administration Department

“The WAY to connect people. The WAY to drive business.”

Way Financial Inc.

Tel:  (1) 604 279 0866

Fax: (1) 604 278 0133

https://www.wayfinancial.ca/

Greater Vancouver Area (GVA)

2^nd Floor, 8171 Ackroyd Road

Richmond, BC V6X 3K1

Greater Toronto Area (GTA)

Suite N500, 675 Cochrane Drive
North Tower, Markham, ON L3R 0B8

This e-mail (including any attachments) is confidential and may contain proprietary information of Way Financial Inc. It may be privileged or otherwise protected from disclosure.

If you are not the intended recipient, please notify the sender immediately by return e-mail, and then delete the e-mail from your system. Any disclosure, dissemination, distribution or copying of this e-mail is strictly prohibited.

Dear members,

This the last weekly bulletin of the year and we are excited to give a preview to the upcoming events in 2020, including new Mandarin client seminars, new campaigns and more resources to do your business!

Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Client Events

The 3 types and 11 ways of Comprehensive Property Tax Program Planning

Time & Date: 1:45pm, Saturday, January 11^th – Open for registration (only 10 spots left)
Language: Cantonese

Time & Date: 1:45pm, Saturday, January 18^th – Open for registration (only 20 spots left)
Language: Mandarin

3 common mistakes and 9 rare solutions of RRSP

Time & Date: 1:45pm, Thursday, 23^rd – Open for registration (only 10 spots left)
Language: Cantonese

Follow the Social Media & Event Development group in WeChat for registration and updated news.

Booth Sponsorship Campaign

For those of you who attended the November sharing by Jennifer Chan on booth activities and indicated your interest in taking this marketing initiative, stay tuned for details on how to sign up for upcoming booth events and get fully sponsored by Way, valued at ~$250 each event.

RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)

Sign up 30 RBC PACs from January to March 2020 to receive an additional $2,000 bonus.  Any PAC amount works!  And it’s per account, be it RRSP, TFSA, non-reg, etc.

Those who sign up over 15 but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.

You can learn the details of this concept and how to efficiently apply it at the three upcoming RBC training sessions.  To be eligible for the bonus, you must attend all three sessions:

Jan 17^th – The PAC concept, benefits to clients and advisors (clientele, repeated business, residual income)

Jan 31^st – How to do PACs efficiently using WealthLink and opportunities from RRSP loans

Feb 21^st – Answering clients’ objections: Seg Funds vs Mutual Funds, Comparing to the Bank’s service, etc

Those who indicated their commitment to this strategy at the November 15^th training will get the first dips, and their PAC business will be counted starting immediately.

Start your PAC business now!

IA 20% More FYC Bonus Campaign 2020

Qualification is simple: if there are 15 or more members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.

Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!  So the bonus will give you at least $2,000 more in compensation!

Also stay tuned for their revamped Critical Illness Insurance, to be launched in the first quarter next year, and see how to make use of new features like 10-pay, new pricing to increase your business volume.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

IA 20% More FYC Bonus Campaign 2020

For those of you who attended the IA training last Friday, you have learned the upcoming campaign on getting 20% more FYC bonus on IA’s business in 2020.  Qualification is simple: if there are 15 or more members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.

Become a CPB qualifier by placing FYC10,000 or more IA insurance business in 2020!  So the bonus will give you at least $2,000 more in compensation!

Also stay tuned for their revamped Critical Illness Insurance, to be launched in the first quarter next year, and see how to make use of new features like 10-pay, new pricing to increase your business volume.

RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)

To encourage members to utilize the PAC concept in building their business block and residual income, a lump-sum $2,000 bonus will be awarded to eligible first-movers.

Sign up 30 RBC PACs from January to March 2020 to receive this additional bonus.  Any PAC amount works!  And it’s per account, be it RRSP, TFSA, non-reg, etc.

Those who sign up over 15 but less than 30 RBC PACs will also be rewarded with a lump-sum $750 bonus.

You can learn the details of this concept and how to efficiently apply it at the three upcoming RBC training sessions.  To be eligible for the bonus, you must attend all of three sessions: Jan 17^th, Jan 31^st and Feb 21^st.

Those who indicated their commitment to this strategy at the November 15^th training will get the first dips, and their PAC business will be counted starting immediately.

Start your PAC business now!

Upcoming Featured Trainings

How to use Long Term Care Insurance as part of Estate Planning for clients – SL Viola Lam

11am, Friday, December 27^th

In addition to understanding the structure of the policy, find out how to close more business by incorporating LTCI as part of clients’ Estate Planning.

Events Schedule – January

The events schedule for January is attached for your reference.

Seasons’ Greetings

During this holiday season more than ever, we take time to reflect upon the good things we have, like our partnership with each member.  We appreciate working with you and hope that the holidays and the coming year will bring you and your family joy, good health and prosperity.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – December 11^th, 2019

It was a great turnout and guests and members alike have indicated their desire to participate in similar events in the future.  There will be more info on that, as well as the materials for last Wednesday’s presentation, shortly.  In the meantime, enjoy some photos from the day.

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

Today is the last day to sign up for the Second Round of the promotion.  For those who wish to participate in this promotion, send an e-mail to admin@www.wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Referral codes for engaging in this promotion are distributed based on commitment levels of the member.  For the first round, we have seen levels ranging from 200, 300 and even 500, and likewise those members were first rewarded to build their network with this promotion.

Act now to not miss out!

Making 20% more commission on CII products and others

For those of you who attended the October 18^th IA training, you will remember the upcoming campaign on getting 20% more commissions on IA business in 2020.  Qualification is simple: if there is at least 15 members who qualify for the Continuous Production Bonus (“CPB”) in 2020, all who qualify will get an additional 20% commission bonus on their IA FYC in 2020, jointly paid out by Way and IA.  For those who have not yet indicated their participation in this campaign, join this Friday’s training to do so as only members who have signed up would be eligible!

RBC PAC Campaign – $2,000 Lump-Sum Bonus

At the November 15^th RBC training, you learned the PAC strategy and how it can grow your business and residual income.  To help members embrace this concept quicker, a lump-sum $2,000 will be awarded to eligible first-movers.  Stay tuned for more details as well as the dates for the upcoming RBC training sessions which will give you all the tools to be a qualifier.  You must attend all the RBC training sessions to qualify.

Upcoming Featured Trainings

Merits of Disability Insurance, starting with the Advisor’s Own Practice – Stephen Lai & RBC Lucy Fairbotham

11am, Wednesday, December 18^th

Have you always wondered how to do DI?  Are you interested in enrolling in it yourself?  Don’t miss this session where a reward will be given to each advisor who submits a DI case, be it for yourself or for a client.  Details will be announced then but only those in attendance will qualify.

How to make 20% more commissions and enhance efficiency on CII business – IA Rishu Bains & Michelle Kwan

11am, Friday, December 20^th  

Learn not only how the Additional 20% Commission Bonus Campaign works, but how to do your CII business effectively and get a preview of changes that will be coming to IA’s CII product shelf.  Attached is a refresher for you on Shared Ownership CII so you can come prepared with questions for Rishu and Michelle.

Dear members,

The weekly bulletin contains a summary of events, new information, notices and other industry updates.  Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.

Special Pro-D Day for Financial Advisors – December 11^th, 2019

It’s a sold-out event and for those who’s got a spot, see you and your guests at 9:45am on Wednesday, December 11^th!

New Product Launch – B2B 3.3% high rate savings account https://b2bbank.com/digital/high-interest-savings-account

After receiving members’ enthusiastic feedback from the Initial Round of promotion, we are getting ready to launch the Second Round.  For those who wish to participate in this promotion, send an e-mail to admin@www.wayfinancial.ca answering the following question to put your name on the list.

How many clients will you sign up within the first 3 months:

Referral codes for engaging in this promotion are distributed based on commitment levels of the member.  For the first round, we have seen levels ranging from 200, 300 and even 500, and likewise those members were first rewarded to build their network with this promotion.

The cut off to register for this Second Round is next Monday, December 16^th.  Act now to not miss out!

Upcoming Featured Trainings

Lunch & Learn: Canada Life New Par – CL Carol Ng

11am, Friday, December 13th

Come learn what this new product is about and its focus in the market as a new key player.

Merits of Disability Insurance, starting with the Advisor’s Own Practice – Stephen Lai & RBC Lucy Fairbotham

11am, Wednesday, December 18^th

Have you always wondered how to do DI?  Are you interested in enrolling in it yourself?  Don’t miss this session where a reward will be given to each advisor who submits a DI case, be it for yourself or for a client.  Details will be announced then but only those in attendance will qualify.

Connection Campaigns – Get $500

RESP Campaign – Last week to qualify!

To work closely and support the overall business development of all members, we are forwarding the following details of the Connection Campaign organized by RESP members:

In response to members’ interest, the Connection Campaign for the RESP Industry is extended by a month.

From now until December 15^th, refer a friend to join the RESP industry to be eligible to get $500!

Once the referee gets licensed by February 2020 and submits any business by June 2020, you will receive $500 in cash!

And your referred friend will also get one year’s of license fee (~$500) sponsored!  That’s over $1,000 in total rewards.

Ask Jennifer Chan chan.jennifer15@gmail.com or Alice Pau alice.pau@pfiins.com for more details.

Holiday Notice

Please note that our office will be closed on:

Tuesday, December 24^th, 2019        (Christmas Eve, closes at 1:30pm)

Wednesday, December 25^th, 2019   (Christmas)

Thursday, December 26^th, 2019      (Boxing Day)

Tuesday, December 31^st, 2019        (New Year’s Eve, closes at 1:30pm)

Wednesday, January 1^st, 2020        (New Year’s Day)

Normal operations will resume on:

Friday, December 27^th, 2019

Thursday January 2^nd, 2020